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iShares S&P MidCap 400 Index shares owned by ForthRight Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by ForthRight Wealth Management from 13F filings

Historical chart of ForthRight Wealth Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 63k 60.74
2023-12-31 $3.6M 13k 277.16
2023-09-30 $3.2M 13k 249.34
2023-06-30 $3.4M 13k 261.47
2023-03-31 $7.5M 30k 250.16
2022-12-31 $8.5M 35k 241.89
2022-09-30 $7.5M 34k 219.25
2022-06-30 $7.3M 32k 226.22
2022-03-31 $8.3M 31k 268.35
2021-12-31 $7.0M 25k 283.10
2021-09-30 $6.4M 24k 263.09
2021-06-30 $6.3M 23k 268.74
2021-03-31 $6.0M 23k 260.28
2020-12-31 $5.7M 25k 229.81